Veryfi Help Center

Search results for:payments

How to Bulk assign / Bulk edit your Data

Bulk assign or edit Categories, Tags, Vendors, Payments, Billable, Customers, Reimbursable, Archived data and Delete documents

AP Automation Toolkit by Veryfi

AP Toolkit enables any company to build their own AP Mobile or Web App for real-time bill payments within hours not months… workflows like fraud detection, anomaly detections, approvals etc before scheduling the bill for payment… intensive process is extracting bill information, validating it against policies and then scheduling the payment

How to Manage Payment Types. Video Tutorials.

q=payments If you have any additional questions, please reach out to our support: support@veryfi.com

How to Manage ToDo Notifications

Missing Vendor on Document (g) QuickBooks: Error with your QuickBooks Connection (h) QuickBooks: Payments… Not Mapped (i) Xero: Error with your Xero Connection (j) Xero: Payments Not Mapped (k) Bank Transactions

Bank Information Fields

This is important for international payments, as it may include the branch's location… It helps ensure that payments are directed to the right account… banking operations such as transferring funds, setting up direct deposits, processing electronic payments

My Payment has Failed. How much time do I have before I get canceled?

If a Payment for an Invoice has failed, Veryfi will make 4 more attempts within 2 weeks to charge your

How to modify the Payment type?

Modifying the payment types in web app… If you'd like to edit your existing Payment Types (for example, if you need to change the name or last

Payment Links Extraction

Document extraction directly to payment execution for AP Automation & Bill pay products… To help protect your payment processes, we recommend: Review payment links through your security… What is payment link extraction?

Payment Type for Receipts, Bills & Invoices

Payment type can be both required (in red) or optional (not in red) depending on the type of your Document… Payment Type is Required:… Payment Type is Not Required:

W-2 Tax Form Data Extraction

All amounts paid are included in the W-2, including non-cash payments and taxes, paid by the employer… The employer will use it to report Federal Insurance Contribution Act (FICA) payments made on behalf